-37.5%
U vs OPEN
-80.4%
+43.0%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.5% | +5.2% | +3.4% |
| 7D | +4.5% | +1.0% | +3.5% | +4.1% |
| 30D | -0.6% | -11.9% | +11.3% | +2.9% |
| 3M | +48.4% | -28.8% | +77.2% | +61.2% |
| 6M | +115.4% | -38.6% | +154.0% | +141.8% |
| YTD | -3.2% | -47.3% | +44.1% | +11.9% |
| 1Y | -6.0% | -49.2% | +43.1% | -6.3% |
| 3Y | +13.5% | -18.8% | +32.2% | -34.6% |
| 5Y | -68.0% | -83.6% | +15.6% | -73.7% |
| All | -37.5% | -80.4% | +43.0% | -57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded OPEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling